This program reveals how client-ready skills serve as an essential but often overlooked driver of professional advancement, client retention, and organizational growth. Discover why the unwritten rules of client relationship management matter profoundly in today’s workplace, and why no one teaches them in school.
When selected for your team’s development, we’ll explore how being client-ready goes far beyond technical competence to encompass the nuanced behaviours, communication habits, and professional instincts that shape how clients experience your team every single day. Participants will learn how seemingly minor choices (how they show up to a meeting, how they word an email, how they introduce themselves to a new client, how they behave at a client dinner) create lasting impressions that can accelerate or derail careers, strengthen or damage client relationships, and enhance or undermine your organization’s reputation.
The program includes real-world scenarios drawn from across industries, interactive workshops and role-playing exercises, and practical frameworks that participants can immediately apply, creating a shared professional standard that raises the bar for the entire team, not just the individuals in the room.
This is a comprehensive program, recommended as a full-day intensive, two half-day workshops, or a half-day session combined with a series of shorter follow-up online workshops. There is also optional 1:1 coaching available for key individuals to reinforce learning and address real-world application challenges participants encounter after completing the program.
Read below for details on key content covered.
Most professionals focus entirely on their technical skills and never realize it's the relationship skills that determine how far they go. This opening module makes the business case for everything that follows, connecting professional behaviour directly to client confidence, career advancement, and organizational growth.
One of the most common and costly gaps in client-facing teams isn't what people say. It's how they say it. Participants learn how to match their tone, language, and channel to the context, navigate generational communication differences in both directions, and communicate professionally across email, phone, Slack, and in-person interactions without losing their authenticity.
From the moment you walk into a boardroom or join a video call, you're communicating something, whether you intend to or not. This module covers the presence behaviours that matter most in client contexts: body language, virtual presence, meeting behaviour, preparation habits, and the signals that build or quietly erode client confidence before you've said a word.
How you dress signals competence, cultural awareness, and respect for your client, your organization, and yourself. Participants learn how to decode dress codes across industries and contexts, understand what their clothing choices communicate, and navigate generational and cultural expectations with confidence.
One of the most overlooked client-ready skills is knowing how to introduce yourself and communicate your value the moment you meet a new client. Participants develop a clear, authentic, and compelling way to answer the question every client is silently asking: why should I trust this person with my business?
Great client relationships don't happen by accident. They're built through consistent, intentional behaviour over time. This module covers the actions that compound into deep client trust: reliable follow-through, thoughtful communication, genuine interest, and the professional habits that make clients feel valued long after the project is done.terest, and the professional habits that make clients feel valued long after the project is done.
How your team shows up outside the office (at client dinners, industry events, and social occasions) is just as important as how they show up in meetings. This module covers why these moments matter, how to navigate them with confidence, alcohol awareness and cultural sensitivity, and how to be a gracious and professional host or guest without overthinking it.
In industries where everyone is technically capable, it's often the simplest professional courtesies, done consistently and intentionally, that determine which relationships last. Participants discover how basic professional etiquette becomes a genuine competitive differentiator, and how small, repeatable behaviours compound into a reputation that precedes them.
Every interaction (in the office, in a client meeting, online, or at a social event) is quietly building your professional reputation. This module covers how reliability and follow-through become your personal brand, how your digital and social presence reflects on your organization, and how to protect and strengthen your reputation in industries where everyone knows everyone.
Every participant ends the program by turning insight into action. Through structured self-assessment and guided planning, participants identify their top personal gaps and leave with a concrete, realistic action plan with specific behaviors to start, stop, and strengthen, beginning the very next day.
Most professionals focus entirely on their technical skills and never realize it's the relationship skills that determine how far they go. This opening module makes the business case for everything that follows, connecting professional behaviour directly to client confidence, career advancement, and organizational growth.
One of the most common and costly gaps in client-facing teams isn't what people say. It's how they say it. Participants learn how to match their tone, language, and channel to the context, navigate generational communication differences in both directions, and communicate professionally across email, phone, Slack, and in-person interactions without losing their authenticity.
From the moment you walk into a boardroom or join a video call, you're communicating something, whether you intend to or not. This module covers the presence behaviours that matter most in client contexts: body language, virtual presence, meeting behaviour, preparation habits, and the signals that build or quietly erode client confidence before you've said a word.
How you dress signals competence, cultural awareness, and respect for your client, your organization, and yourself. Participants learn how to decode dress codes across industries and contexts, understand what their clothing choices communicate, and navigate generational and cultural expectations with confidence.
One of the most overlooked client-ready skills is knowing how to introduce yourself and communicate your value the moment you meet a new client. Participants develop a clear, authentic, and compelling way to answer the question every client is silently asking: why should I trust this person with my business?
Great client relationships don't happen by accident. They're built through consistent, intentional behaviour over time. This module covers the actions that compound into deep client trust: reliable follow-through, thoughtful communication, genuine interest, and the professional habits that make clients feel valued long after the project is done.terest, and the professional habits that make clients feel valued long after the project is done.
How your team shows up outside the office (at client dinners, industry events, and social occasions) is just as important as how they show up in meetings. This module covers why these moments matter, how to navigate them with confidence, alcohol awareness and cultural sensitivity, and how to be a gracious and professional host or guest without overthinking it.
In industries where everyone is technically capable, it's often the simplest professional courtesies, done consistently and intentionally, that determine which relationships last. Participants discover how basic professional etiquette becomes a genuine competitive differentiator, and how small, repeatable behaviours compound into a reputation that precedes them.
Every interaction (in the office, in a client meeting, online, or at a social event) is quietly building your professional reputation. This module covers how reliability and follow-through become your personal brand, how your digital and social presence reflects on your organization, and how to protect and strengthen your reputation in industries where everyone knows everyone.
Every participant ends the program by turning insight into action. Through structured self-assessment and guided planning, participants identify their top personal gaps and leave with a concrete, realistic action plan with specific behaviors to start, stop, and strengthen, beginning the very next day.
Junior and intermediate professionals who are new to client-facing roles or haven't had formal training on the relationship side of their work
Account managers, client success professionals, and business development associates across any industry
Creative, technical, and operational professionals who collaborate with or present to clients
New hires onboarding into client-service environments
Any organization (agency, financial services, tech, engineering, media, PR, accounting, or beyond) where client relationships directly impact revenue, retention, and reputation
Your networking workshop was game-changing.
A few years ago, I attended Trina Boos' 'Network Like a Boss' workshop, and it was a game-changer. As someone who’s not naturally outgoing - especially at large networking events where I don’t know anyone -I was initially hesitant. But by the end of the session, I felt a surge of confidence. Trina’s training was not only inspiring, but it also helped me realize that many others share the same fears. Thanks to her guidance, I became comfortable stepping out of my comfort zone, and that confidence opened doors to valuable connections that have directly contributed to my business's growth. From the moment I arrived, Trina’s engagement, care, and confidence were evident. This was an event I’m so glad I didn’t miss!
Even as a people person, your insights made professional networking less intimidating
Gratitude for your empowering session: A win for introverts!
Thank you for your amazing session at TAAFI today! It was incredibly valuable, especially for introverts like me. Your inspiring tips and guidance were extremely helpful. I'm truly grateful for everything you shared.
Real, practical business dining strategies I could apply right away.
Dining Etiquette: How to Master the Business Meal!" was a valuable and timely refresher. I appreciated how the webinar went beyond basic table manners to offer real, practical strategies that could be applied right away - both in professional settings and in everyday life. One standout insight was how to navigate meal conversations in a way that builds rapport without overstepping - something that’s easy to misjudge if you're out of practice or new to professional dining norms. The session was thoughtful and inclusive, recognizing that not everyone grows up learning these unspoken rules. In a post-COVID world and very competitive job market, where in-person interactions carry renewed importance, this webinar will help people feel more confident and prepared for business meals with diverse colleagues and clients.
Practical skills I actually use in business dining.
I'm so glad I joined the Dining Etiquette for Leaders program. Your presentation was engaging and easy to follow, with content that was well-organized and practical. I learned valuable tips I can actually use in business dinners - like Continental vs. American dining styles, proper alcohol protocols, and navigating table settings. Now I feel much more confident in formal dining situations. Great turnout with an engaged group throughout!
From first meeting to final bow: outstanding content and delivery!
Working with Trina to host our dining etiquette webinar was such a pleasure. She brought a level of professionalism and polish that made the planning process seamless, and what really stood out was her genuine passion for sharing knowledge and creating a welcoming, engaging space to learn. I was continuously impressed by how much thought and care she put into crafting her content to fit the audience. The response was incredible - over 450 people registered, and the event was a huge success!
From shark-infested waters to smooth sailing
Business dining etiquette can leave you feeling like you're swimming in shark-infested waters, but Trina's training is like a life raft. Dining etiquette is an often overlooked but absolutely necessary skill - it's the course you didn't know you needed, but everyone else knew you did. Trina explains the 'rules' and why they exist, along with memorable techniques so you can easily navigate under pressure. The value of her training is that you'll feel confident in any situation, ready for those moments in life when what you do can speak louder than your words.
You are TED Talks ready!